We built Wrike to be extremely flexible so it fits the way you organize, manage, and report on work without forcing you to change the way you work. For years, the basic building blocks of Wrike have been Folders, Tasks, and Subtasks. Now we’ve added Projects, making it easier to track larger initiatives in Wrike.
Manage Your Largest Goals
Use Projects to manage a group of tasks that are part of a larger goal. With Projects, you can track the status and due dates of the project separately from individual tasks and can store files and notes that need to be accessible to the project team.
- Simplify your workspace by separating Projects from Folders
- Store project files and notes in a central place instead of inside tasks
- Easily report on status across all your projects in one view (Enterprise plan)
Working With Projects is Easy
Projects and Folders both appear in the left-hand panel and projects are identified by a clipboard icon. If you have existing folders that are already being used for projects you can convert them by right clicking the folder and selecting "Turn into Project." Create new projects from the + button next to the Projects (formerly labeled Folders).
Projects Makes Reporting Easier
When reporting to executives, sometimes tasks provide too much detail. With Wrike’s Enterprise edition, you can build custom client status reports just for Projects, so it’s easy to provide a birds-eye view of the project status with a push of the button.
Best Practices for Using Projects, Folders, Tasks, & Subtasks
Use Folders to categorize work. For example, folders can be used to group projects and tasks by team, by client, by stage of work, or however fits your team best. Folders can contain subfolders, projects, and tasks.
Use Projects to manage a group of tasks that are part of a larger goal. With Projects, you can track the status and due dates of the project separately from its individual tasks, and can store files and notes that need to be accessible to the project team.
Tasks are the activities you need to complete. They can be standalone activities or part of a larger project.
Finally, Subtasks are the steps you need to take to complete a task. Subtasks are particularly useful if different people are responsible for each step.
Need more info? Check out the Projects page in our Help Center or leave a comment on this post.
